Private Bank Financial Analysis - Associate

Job Description
As a Private Bank Financial Analysis - Associate within our Financial Planning and Analysis team, you will be responsible for partnering across the firm to provide financial and strategic analysis. You will have the opportunity to oversee and coordinate budgeting and forecasting, analyze financial/business metrics, and advise on how to increase profitability and efficiencies. We value your inquisitive and diligent nature, and look forward to your contributions in streamlining processes and enhancing controls.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Reporting on efficiency, analytics and strategy including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives and reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 3+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets with proven track record for executing on special projects / assignments, often with little lead time or information
• Inquisitive, enthusiastic and diligent, and capable of challenging peers and ability to create ad hoc reporting for senior management
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines and a good team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.